MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $200
5-Year: $351
10-Year: $799
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.97%    
66th
3-Year: 9.02%    
92th
5-Year: 11.59%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.02%    
37th
3-Year: 7.48%    
98th
5-Year: 1.13%    
67th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2008

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line